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Tracey Lee Luke

Invesco Advisers, Inc.

San Francisco, CA

CRD 6024390

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Employer firm

Invesco Advisers, Inc. CRD 105360

$750B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • IA TO CANADIAN REGISTERED MUTUAL FUNDS; PORTFOLIO MANAGEMENT FOR PRIVATE FUNDS

From the firm’s Form ADV. Read the guides:

Current Employers
Invesco Advisers, Inc.

1331 Spring Street Nw Suite 2500, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-01
  • TX RA
    APPROVED
    Since 2026-04-01

Branch Locations

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invesco San Francsico CA 02/2012 Present
  • 02/2012 → Present
    Invesco
    San Francsico, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-19
  • S66 Uniform Combined State Law Examination
    2017-01-19

View on SEC IAPD

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